David Zallo is a financial advisor at SFG Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the U.S. Army for 21 years. His prior advisory experience includes roles at Avior Wealth Management, LLC and SFG Wealth Advisors, LLC. SFG Wealth Advisors serves individuals and families including active retirees, business owners, and young professionals, providing discretionary portfolio management, financial planning, insurance solutions, and retirement-plan advisory services. The firm’s investment approach is based on a cash-flow driven financial planning process and employs diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate.

Thomas Knightly is a financial advisor at American Family Legacy Group in Clearwater, FL, holding CFP® and ChFC® designations along with a Series 66 license. He has 38 years of industry experience and has been with American Family Legacy Group since 2013. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm manages approximately $38 million in discretionary assets, serving under 100 clients through three advisors across five offices, and employs a combination of fundamental analysis and tactical asset allocation in its investment approach.

Elaine Hanna is a financial advisor with Personalized Financial Solutions LLC in Clearwater, FL. She holds a Series 65 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services, Hoffman Private Wealth Group, Steward Partners Investment Advisory, and Morgan Stanley. Personalized Financial Solutions LLC serves individual and high-net-worth clients with discretionary investment management, financial planning, insurance, and integrated tax, trust, and estate planning services through an affiliated tax and accounting practice. The firm employs a long-term investment strategy with customized portfolios and sponsors a wrap-fee program.

Brady Wright is a financial advisor at Golden Road Advisors LLC with two years of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Blueleaf Lending, Midwest Community Bank, and educational institutions such as the University of Florida, Boylan Catholic High School, and Holy Family Catholic School. Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, utilizing diversified portfolios with low-cost mutual funds and ETFs while allowing flexibility for individual securities and independent managers.

Neil Scott is a financial advisor at American Family Legacy Group with five years of industry experience. He holds a Series 65 designation and has prior work experience at Verizon/GTE Data Services and Lions and Tigers Software, LLC. American Family Legacy Group provides discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis and tactical asset allocation across various investment vehicles and operates multiple offices while managing roughly $38 million in discretionary assets.

Keegan Erva is a financial advisor at Unify Financial Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Severin Investments, Florida Financial Advisors, and Superior National Bank and Trust. Unify Financial Advisors is a fee-only registered investment advisor serving individuals, families, retirement plan participants, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios across various asset classes using fundamental, quantitative, and cyclical analysis and employs flexible investment strategies that include derivatives and below-investment-grade securities within defined risk parameters.

Kimberly Adams Dipiero is a financial advisor with Cassini Capital Management, LLC, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Cassini since 2021 and previously spent over two decades at Provise Management Group, LLC. Outside of her advisory role, she is the owner of Druid Road, LLC, a real estate business managing office building rentals. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage risk, and is noted for its role as a registered Commodity Pool Operator and its use of performance-based compensation in its funds.

Jed Bandes is a CFP® and ChFC® with 44 years of industry experience. He is currently associated with Calton & Associates, Inc. and has been with Mutual Trust Asset Management, Inc. since 1989. Bandes also serves as director of Principal Derivatives, LLC, a non-investment related business. Mutual Trust Asset Management provides investment management and financial planning services to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory with a tactical overlay, utilizing diversified portfolios and discretionary management.

Joseph Baer is a financial advisor with Successful Portfolios LLC in Clearwater, FL, holding a Series 65 designation and bringing 14 years of industry experience. He has been with Successful Portfolios since 2010. Successful Portfolios LLC provides personalized financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $242.6 million in client assets using a combination of fundamental, technical, and quantitative analysis, employing core-satellite, tactical, and strategic asset allocation strategies.

Sarah Contino is a financial advisor at CAM Investor Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CAM Investor Solutions since 2018, following five years at Ameriprise Financial Services, Inc. CAM Investor Solutions serves individual investors, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and managed-account services. The firm employs a diversified investment approach that includes asset allocation, technical analysis, and both long- and short-term trading strategies, with access to private alternative investments for qualified clients.

Sahil Madan is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at VectorWealth. He also works as an analyst for DFN Management LLC, where he divides his time between the two firms. Prior to his advisory roles, he spent four years at the University of Miami. VectorWealth provides discretionary portfolio management to individual and high-net-worth clients through a wrap fee program, managing diversified accounts that include ETFs, mutual funds, stocks, bonds, options, and private investment vehicles. The firm combines quantitative analysis with passive and options trading strategies and acts as the sole portfolio manager within its wrap program.

Celine Pastore is a financial advisor at SimplePath Wealth Management, LLC with 11 years of industry experience. She holds a Series 65 credential and has held roles at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory work, she is a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC, dedicating a portion of her time to those services. SimplePath Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, and business owners. The firm uses a variety of analysis methods and manages client assets through selected third-party managers and platforms.

Keith Downey is a financial advisor at Stronghold Wealth Management L.L.C. in Tampa, FL, holding CFP® and ChFC® designations with 28 years of industry experience. He has been with Stronghold Wealth Management since 2012. In addition to his advisory role, he is an independent licensed insurance agent. Stronghold Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis, offering tailored investment strategies and access to Envestnet’s Private Wealth Management platform, including separately managed accounts and model portfolios.

Christopher Norton is a financial advisor at Sutter Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at I-Bankers Direct LLC and Aegis Capital Corp. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offers financial planning and consulting on an as-needed basis, and conducts primarily non-discretionary investment advisory work.

Derek Jerger is a financial advisor with Symphony Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has led Symphony Wealth Management since 2016. Symphony Wealth Management provides discretionary investment management and advisory services to individuals, businesses, trusts, estates, and family offices. The firm focuses on asset allocation using modern portfolio theory and fundamental analysis, offers due diligence on private investment funds, and typically implements portfolios using qualified custodians with institutional trading capabilities.

Jeffrey Diercks is a financial advisor with Intrust Advisors, Inc. in Tampa, FL, holding 28 years of industry experience. He has been with Intrust Advisors since 1997. Intrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm combines traditional core equity and balanced portfolios with active, proprietary trend-following and tactical strategies, aiming to diversify by management style as well as holdings.

Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Jaran Day is a financial advisor at Opinicus with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Opinicus Financial Group in various capacities since 2015. In addition to his advisory role, he is a licensed independent insurance agent managing client insurance needs. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan services. The firm emphasizes comprehensive financial plans and employs a multi-disciplinary investment process that includes tax-aware strategies and collaboration with CPAs.

Randy Kurtz is a CFP® with 17 years of industry experience, currently serving at Upper Left Wealth Management, LLC in Tampa, FL. His prior roles include positions at BetaFrontier, LLC, Supernova Wealth Management, LLC, and Betavisor, LLC. He is also involved with DataDriven Advisor, LLC, which operates Moneypacer, an online financial planning service. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, focusing on low-cost, tax-efficient passive and index strategies across three model portfolios. The firm integrates technology through an affiliation that develops automated financial planning tools and manages approximately $201 million in assets with a small advisory team.

Anthony Di Meglio is a financial advisor at Sandy Morris Financial & Estate Planning Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. and MML Investors Services, LLC. Sandy Morris Financial & Estate Planning Services LLC provides investment advisory services to individual and high-net-worth clients through model portfolio management, discretionary asset management, and one-on-one consulting. The firm combines fundamental, technical, and cyclical analysis and offers estate-planning facilitation, participant account management for held-away retirement plans, and educational seminars and newsletters.